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美西开始狂欢,俄沙迎来噩梦:马杜罗的倒下,是全球油市的坟墓
Sou Hu Cai Jing· 2025-11-19 06:37
委内瑞拉石油资源丰富,探明储量超过3000亿桶,远超沙特阿拉伯的2670亿桶和加拿大的1700亿桶。这 种资源优势本应支撑国家经济稳定,但长期制裁和内部管理问题导致产量锐减。目前每日出口量不足 100万桶,与高峰期300万桶相比下降明显。 全球能源格局中,美国通过本土生产实现部分自给,俄罗斯和沙特主导产油国组织维持价格平衡。 中国作为最大石油进口国,依赖多样化来源,包括从委内瑞拉获取重油,以满足炼化需求。目前,布伦 特原油价格稳定在63美元左右,市场供应相对充足,但任何突发增产都可能打破这种均衡。 马杜罗政权面临外部压力增大,美国特朗普政府已部署航母至加勒比海地区,旨在施加军事威慑。特朗 普公开表示可能开启与马杜罗的对话,但同时讨论流放方案和解除制裁路径。这种双轨策略反映出美方 意图掌控委内瑞拉能源出口。 如果马杜罗下台,外国公司如雪佛龙和埃克森美孚将加速重返奥里诺科盆地,该地区占委内瑞拉石油资 源的70%以上。 通过投资超过100亿美元升级基础设施,产量可在短期内从当前95万桶提升至150万桶,长期目标接近 300万桶。这种恢复速度依赖先进钻井技术,如从垂直井转向水平井,采收率可从15%提高到35%,远 高 ...
把握跨境投资新机遇 南方沙特ETF于6月24日起发售
Xin Hua Wang· 2025-08-12 06:12
Group 1 - The first batch of ETFs for investing in the Saudi Arabian market, the Southern Fund Southern Dongying Saudi Arabia ETF, was launched on June 24, providing mainland investors with an index-based investment tool for the Saudi market [1] - The Saudi ETF tracks the FTSE Saudi Arabia Index, which is a market capitalization-weighted index representing large and mid-sized companies with Saudi nationality [1] - The top ten weighted stocks in the FTSE Saudi Arabia Index account for 62.36%, focusing on key sectors such as finance, energy, materials, utilities, and communication, with the financial sector exceeding 40% [1] Group 2 - The growth of the Saudi economy is driven by the government's transformation plans, strong funding support, and robust financing capabilities, with Saudi stocks being included in major global indices [2] - The Saudi economy is diversifying, reducing its reliance on the oil industry, with the oil and gas sector's contribution to GDP decreasing from approximately 40% before 2016 to 36% in 2022 [2] - The "Vision 2030" initiative has made Saudi Arabia an attractive investment destination, continuously drawing domestic and international capital [2]